Richard Esteban Toscano
Investment adviser representative at Pacific Capital Associates
13 yearsExperience
2 statesRegistered in
$258.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Pacific Capital Associates, Inc.Oct 2011 to now
- Cetera Advisor NetworksSep 2017 to Mar 2019
- Girard Securities, Inc.May 2006 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pacific Capital Associates
Legal name: Pacific Capital Associates, Inc.
$258.8MAssets managed
497Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5151847
- Firm CRD
- 160407